PROMYS CRM Help Desk PSA

PROMYS CRM Help Desk PSA

Cloud-based CRM, Help Desk, and PSA software.

4.7/5 (27 Bewertungen)

PROMYS CRM Help Desk PSA Übersicht

Promys provides customers with an end-to-end workflow solution by integrating CRM, Help Desk, quoting, billing, inventory, executive insights, and sales forecasting. Ideal Promys customers are IT and Managed Service Providers, Security Technology Providers, A/V integrators, and BMS providers who want to accurately forecast, invoice, and service customers.

Promys' Executive Reporting feature provides real-time reporting on critical business statistics including revenue and margin, forecasts, and project profitability. This enhances Promys’ already robust feature set by providing customers with a consolidated, easy-to-read view of their critical data.

Preis

Beginnt ab
39,00 $/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Australien, Kanada, Europa, Lateinamerika, Vereinigtes Königreich, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

PROMYS CRM Help Desk PSA Bewertungen

Gesamtbewertung
4.7/5
100% Positive Bewertungen
24
Ausgezeichnet
3
Sehr gut
0
Durchschnitt
0
Gering
0
Schlecht
Pat M.
Mit Google übersetzen

Promys PSA is a great replacement for Salesforce, Remedy (Help Desk) and MS Project

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 10.5.2018
Quelle der Bewertung: SoftwareAdvice

Since implementing Promys we can quote more competitively, mange projects and managed service contracts more profitably and turn around customer support issues more quickly.

Vorteile

Before Promys PSA we had Salesforce.com for CRM & quoting, Remedy for Help Desk and PM’s used MS Project or Excel spreadsheets. The disconnects between those software products meant we were constantly re-keying data and having to pull data from multiple systems to create management reports, which always seemed out of date. It was difficult to get good visibility into Job Costing, Managed Service Contract profitability or cycle lessons learned from one department to another. Promys brought all of those modules and data together in one system, which has made our employees much more efficient and effective. Promys PSA has given our management team great visibility into line of business profitability and profitability leaks.

Nachteile

The Great Plains integration took a little longer than we had hoped, but now that it's up and running it's a very robust integration.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Meredith D.
Mit Google übersetzen

Promys helps me run my business more profitably. Customer Support is outstanding.

Täglich für 6-12 Monate genutzt
Bewertet am 23.4.2018
Quelle der Bewertung: Capterra

Promys PSA has made it much easier for my team to stay on top of sales, project delivery, managed services/support contracts and customer support issues.
Promys PSA has given me better visibility and controls to manage the profitability of my business.

Vorteile

Prior to implementing Promys PSA our biggest challenge was the lack of visibility and coordination between departments. Having several different disconnected business software solutions resulted in a constant Easter egg hunt for the most current data on billable time, managed services contract profitability, renewal dates and project profitability. Coordinating equipment, software and service delivery was especially complicated. Tracking all this data between different systems and in spreadsheets was time consuming and stressful for the employees and management.

The Promys PSA solution captures and manages all of that information in one integrated and easy to use solution. Promys PSA has made it much easier for my team to stay on top of sales, project delivery, managed services/support contracts and customer support issues. Promys PSA has given me better visibility and controls to manage the profitability of my business.

Nachteile

Installation took a little longer than expected. But the Promys implementation and support teams are very responsive.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Erik W.
Mit Google übersetzen

Promys PSA software review

Täglich für 1-5 Monate genutzt
Bewertet am 20.6.2019
Quelle der Bewertung: Capterra

The software has had good buy in from our team. We are actively quoting, managing projects, managing field services and time sheets with the application. Promys' service and support has been exceptional.

Vorteile

Promys is a complete business process software fully integrated with our accounting package.

Nachteile

Reporting improvments are on my wish list.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Rich T.
Mit Google übersetzen

PROMYS is in a different class compared to traditional PSA software

Bewertet am 20.3.2014
Quelle der Bewertung: SoftwareAdvice

Vorteile

In another life, I was a power user of one of the more heavily marketed PSA's, so I'm very familiar with that tool's capabilities. We did a very deep dive evaluating PROMYS compared to several other solutions. It was clear very early in the evaluation that for a Cisco Gold partner our size, PROMYS was a far better fit than traditional PSA's. PROMYS is significantly stronger from a forecasting and planning perspective and provides far better visibility into mid-project profitability. Margin and profitability reporting are in a completely different class. PROMYS didn't just "win" our PSA evaluation; for a business our size, the traditional PSA's weren't even options any more.

Nachteile

Initially it was hard to get our executive team to look at PROMYS because it's less well known than the big two PSA's.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Scott R.
Mit Google übersetzen

Much more intuitive user interface than Connectwise & Autotask, far superior implementation process.

Täglich für 6-12 Monate genutzt
Bewertet am 10.8.2017
Quelle der Bewertung: Capterra

Improved visibility, efficiency and effectiveness of our business.

Vorteile

We tried Connectwise at one point. I thought the interface was really poor, with far too much crammed on the screen. I think Autotask has the same problem. Promys recently re-developed their entire PSA solution from scratch using that latest cloud technology and it really shows in the user interface, screen responsiveness and the comprehensiveness of their PSA functionality, especially in areas like Managed Services Contract profitability tracking. We also liked how Promys does all the heavy lifting regarding gathering our requirements and configuring Promys to meet our needs, to make sure we're using all of the capabilities of our new PSA software.

Nachteile

Implementation approach was great, best practice sharing was very beneficial, did take a little longer to implement than expected.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10

PROMYS CRM Help Desk PSA Preis

Beginnt ab
39,00 $/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

PROMYS CRM Help Desk PSA Funktionen

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Aufgaben-Nachverfolgung
  • Aufgabenmanagement
  • Aufgabenplanung
  • Automatische Benachrichtigungen
  • Drag-and-Drop-Oberfläche
  • Fortschrittsverfolgung
  • Gantt-Diagramme
  • Integration von Dritten
  • Projekt-Nachverfolgung
  • Projektmanagement
  • Projektplanung
  • Projektzeiterfassung
  • Stundenzettel
  • Werkzeuge zur Zusammenarbeit

  • Kommentieren
  • Priorisierung
  • Prognosen

Zusätzliche Informationen für PROMYS CRM Help Desk PSA

Schlüssel-Features von PROMYS CRM Help Desk PSA

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

Vorteile

Strong CRM & Quoting (publish & approve quotes via the portal)
Help Desk includes color coding, escalations, SLA's & support contract profitability tracking
Time & Billing makes it easy for users to enter time and accelerate billing
Job Costing captures accurate project profitability and cycle lessons learned back to quoting
Project Management provides color coding (on-time on-budget) , ganting and milestone billing

PROMYS CRM Help Desk PSA Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über PROMYS CRM Help Desk PSA.

F. Welche Preispläne bietet PROMYS CRM Help Desk PSA an?

PROMYS CRM Help Desk PSA bietet folgende Kostenpläne an:

Beginnt ab: 39,00 $/Monat

Preismodell: Abonnement

Kostenlose Testversion: Nicht verfügbar

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

F. Was sind die Hauptfunktionen von PROMYS CRM Help Desk PSA?

PROMYS CRM Help Desk PSA bietet die folgenden Funktionen:

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

F. Wer sind die typischen Nutzer von PROMYS CRM Help Desk PSA?

PROMYS CRM Help Desk PSA hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von PROMYS CRM Help Desk PSA unterstützt?

PROMYS CRM Help Desk PSA unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet PROMYS CRM Help Desk PSA an?

PROMYS CRM Help Desk PSA hat folgende Preismodelle:

Abonnement

F. Unterstützt PROMYS CRM Help Desk PSA mobile Geräte?

PROMYS CRM Help Desk PSA unterstützt die folgenden Geräte:

iPhone, iPad

F. Mit welchen anderen Applikationen integriert PROMYS CRM Help Desk PSA?

PROMYS CRM Help Desk PSA kann in folgende Anwendungen integriert werden:

Acumatica Cloud ERP, Continuum, Google Calendar, Kaseya VSA, LogicMonitor, Microsoft Dynamics GP, Microsoft Outlook, QuickBooks, Sage 50 Canada, Sage 50cloud

F. Welche Varianten der Kundenbetreuung bietet PROMYS CRM Help Desk PSA an?

PROMYS CRM Help Desk PSA bietet folgende Optionen für Kundensupport:

Online-Support, Telefon-Support, Video-Anleitungen

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